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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

HIG holding history

Hartford Insurance Group, Inc. in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HIG overviewAll 13F holders of HIGFull Q2 2026 holdings

Shares (Q2 2026)
24
Value
$3.18K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of HIG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624$3.18K<0.1%−3−11.1%ReducedHolders
Q1 202627$3.65K<0.1%00.0%UnchangedHolders
Q4 202527$3.72K<0.1%−2−6.9%ReducedHolders
Q3 202529$3.87K<0.1%+5+20.8%AddedHolders
Q2 202524$3.04K<0.1%+7+41.2%AddedHolders
Q1 202517$2.10K<0.1%+17NewHolders
Q4 20240$00.0%−39−100.0%Sold outHolders
Q3 202439$4.59K<0.1%+39NewHolders